Mid-Week Reality Check – 3/5/25

by pentoport | Mar 5, 2025 | Podcasts

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Cash is King for Now

by pentoport | Mar 3, 2025 | Commentary

March 3, 2025 Tariff threats and a shrinking labor force put downward pressure on stocks and the economy. The S&P 500 is trading at 22x the forward 12-month EPS target, which is predicting an increase of 13% in EPS. The problem is that the 10-year average PE ratio...

Mid-Week Reality Check – 2/26/25

by pentoport | Feb 26, 2025 | Podcasts

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Mid-Week Reality Check – 2/19/25

by pentoport | Feb 19, 2025 | Podcasts

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Mid-Week Reality Check – 2/12/25

by pentoport | Feb 12, 2025 | Podcasts

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Liquidity and Inflation

by pentoport | Feb 7, 2025 | Commentary

February 7th, 2025 I want to expand a bit on market liquidity and why modeling it is so crucial to the economy, inflation, and money management. Liquidity is the progenitor of Pento Portfolio Strategies’ Inflation Deflation and Economic Cycle (IDEC) model. It is the...

Mid-Week Reality Check – 2/5/25

by pentoport | Feb 5, 2025 | Podcasts

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Mid-Week Reality Check – 1/29/25

by pentoport | Jan 29, 2025 | Podcasts

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Mid-Week Reality Check – 1/22/25

by pentoport | Jan 22, 2025 | Podcasts

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Inflation and Insolvency Causing Interest Rates to Rise

by pentoport | Jan 17, 2025 | Commentary

January 17th 2025  US corporations’ hiring plans last year totaled 769,953 workers, the fewest since 2015, according to the labor research firm Challenger, Grey, and Christmas. Private sector data shows that the need to hire new employees for all of last year...